SoloAgers: Creating Your Lifetime Plan

Virtual Event Virtual Event

Abstract: There are millions of adults who age alone, either due to childlessness or the absence of reliable support from children who may be distant, incapable, or inconsistent. Without familial assistance, these individuals face a heightened risk of isolation, financial exploitation, and medication mismanagement. However, with a comprehensive plan in place, they can navigate life […]

Financial Literacy: The Pitfalls of Traditional Thinking

Virtual Event Virtual Event

Abstract: Imagine your financial life as a messy junk drawer in your kitchen, with competing priorities and no organization. This chaos leads to stress and poor financial decisions. The problem? The industry hasn't helped us organize. But here's the key: prioritization is vital. Without knowing your current financial situation, it's tough to plan the next […]

Core Values – Aligning the Family’s Purposes

Virtual Event Virtual Event

Abstract: In the intricate tapestry of family dynamics, core values serve as the guiding threads that shape our beliefs, actions, and relationships. This presentation offers a compelling exploration of what core values are and delves into the profound significance of understanding and embracing them within the family unit. Drawing from real-life anecdotes and research findings, […]

Free

Your Extraordinary Why – Secrets to Finding Purpose

Virtual Event Virtual Event

Abstract: Mark Twain once quipped: “The two most significant days in your life, are the day you’re born, and the day ... you figure out ... WHY.” That presupposes there’s a singular reason you’re here on planet Earth. A sole purpose that ties together all the other missions you accomplish, roles you fulfill. A promise […]

Free

Estate and Tax Planning Checklist for 2023 and Beyond

Virtual Event Virtual Event

Abstract: Rosanna Roizin Esq. will be speaking about the essential legal documents every adult should have in place. The presentation will address the basics of an estate plan, including a Last Will and Testament, Living Trust, and the scoop on how estate taxes work and possible upcoming changes in the law to be aware of. […]

Free

Financial Planning for the 100-Year Life: Take Action Today

Virtual Event Virtual Event

Abstract: Join Amy Salo for a presentation on the most effective actions you can take today to improve your financial plan. She will share from her years of experience both wins and missteps that have had the most impact on her clients’ progress towards a future free from financial worry, and a view towards an […]

Free

How to Exit Your Business with No Regrets

Virtual Event Virtual Event

Abstract: One year after selling, 75% of business owners express regrets about their decision. Many are unprepared for the shift in identity and purpose, facing challenges in adjusting to life after the sale. Recognizing both the practical and emotional facets of business transition enables owners to be better prepared for what comes next. In this […]

Free

What Legacy Do You Want to Deliver?

Virtual Event Virtual Event

Abstract: There’s more to a legacy than leaving assets to loved ones and charities after death. A legacy is the impact you want to have on others - and you can start delivering that now. When Alfred Nobel read a mistaken obituary calling him “The Merchant of Death” for inventing deadly gunpowder, he changed the […]

Free

Lead a Fulfilling 100-Year Life – The Age Brilliantly Mindset

Virtual Workshop NY, United States
Virtual Event Virtual Event

Abstract If you have the potential to live to 100, do you not owe it to yourself to be fulfilled as you age? What does fulfillment mean to you? Do you think it includes being healthy, financially secure, having great relationships, engaging in passionate activities, having a sense of purpose and meaning, and using time […]

Nine Steps to an Unlimited Life – The Fundamentals

Virtual Workshop NY, United States
Virtual Event Virtual Event

Abstract John Asher will describe the roadmap for living a much longer and much higher quality of life, free of disease. He will show the four principal causes of aging at the cellular level and how to stop them. He will provide anti-aging protocols for sleeping, eating, exercise, a healthy gut microbiome, supplements and fasting. […]

Nourishing Longevity – Nutritional Habits to Fuel a Fulfilling Life

Virtual Workshop NY, United States
Virtual Event Virtual Event

Abstract In this transformative workshop, participants will embark on a journey to discover the profound impact that healthy, nutritious eating can have on both longevity and fulfillment. As we navigate the intricate connection between what we consume and how we experience life, this workshop aims to empower individuals to make mindful choices that nourish not […]

Free

Advanced Planning for Large IRA Balances

Virtual Workshop NY, United States
Virtual Event Virtual Event

Abstract You have worked hard and accumulated significant wealth inside of your 401k or IRA. You discovered that you do not need this money to live on as you approach retirement, and the prospect of paying taxes on this money when you are forced to take it is unsettling. What strategies can you employ to […]

Free